
Our Services
Our M&A advisory services are there to assist you in understanding the potential opportunities, risks and benefits of selling your company through the most thorough exploration of the market alongside deep analysis of the company for sale . Selling a company is a highly complex process and with more than 30 years experience working with companies with a 5 to 500 million transaction value it is not simply a case of matching A with B. Understanding the dynamics of your business together with the dynamics of the market and buyer landscape is an essential part of our work. That is why it is important to take a project driven approach.
Project Briefing
Preparation and agreement of a project brief, covering any or all of the activities on the non-exhaustive list below:
Business history, products / services and associated USP's and differentiators, Market information, assets employed in business, management team and structure, business opportunities and finances.
Review the business brief and performance
Initial SWOT analysis, Management structure and shareholder review, P&L and balance sheet, cash, Turnover, cost, profit trends, key financial ratios.
Carry out initial desk and telephone research, covering;
Industry analysis (competitor, complimentary and diverse players.
Market sector activity (M&A, investment flows etc.)
Collate key business documentation in the BCMS data-room
Prepare a business plan, including;
Review historic financial results, assess underlying profitability, consider opportunities (growth, diversification etc.), discuss areas of potential (including improvements, economies of scale). build a profit plan, prepare a summary document.
Agree Marketing Documents
Initiate confidential contact with the market, prospective investors / potential acquirers, agree and classify list of potential interested parties, make direct contact with potential interested parties, qualify interest through direct communication, arrange meetings with interested parties.
Enter prospect discussions
Facilitate exploratory meetings, invite offers, negotiate thereon,
Seek final deal completion where an offer is accepted
Discuss and agree heads of terms / letters of intent, negotiate deal structure including the negotiation of surplus cash / net debt calculations, assist in due diligence process as required - provide secure access to M&A dataroom, Firmex, Liaise with external advisors, legal teams, tax specialists etc.